Senior Financial Planning Administrator

TFAS Wealth Limited; Leeds; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Leave: 25 days + BH

Friday 4pm finish

Remote: 1 day WFH

Annual bonus

Death in Service 4x

EAP

CPD support

Paraplanning path

Leave buy/sell

Team events

Mortgage advice

Job summary

TFAS Wealth Limited is seeking an experienced Senior IFA Administrator to own end-to-end IFA administration and support advisers with a high standard of service. The role offers a clear path towards paraplanning, including straightforward ongoing reviews where no new business is involved.

You will manage a varied caseload, liaise with providers, maintain records in Intelliflo, and ensure regulatory compliance while supporting client journeys across pensions and investments.

Qualifications

• 3+ years’ experience in IFA/financial planning environments.
• Strong understanding of the administration that sits behind delivering financial advice.
• Experience managing IFA cases end-to-end.

Responsibilities

• Manage a varied caseload of IFA administration end-to-end.
• Build relationships with clients through professional communication by phone and email.
• Keep clients and advisers updated on progress and next steps.
• Prepare and submit pension and investment applications across platforms.
• Manage Letters of Authority and gather provider information.
• Liaise with pension, investment and other providers for up-to-date data.
• Proactively chase outstanding information and documentation.
• Book client appointments and prep advisers with needed materials.
• Maintain accurate client records on Intelliflo.
• Support ongoing client reviews with valuations and documentation.
• Escalate queries to Advisers or technical specialists when needed.
• Ensure regulatory and audit standards are met.

Skills

IFA administration

Pension applications

Letters of Authority

Client communication

Attention to detail

Multi-case management

Intelliflo CRM

Pensions and investments knowledge

Judgement escalation

Team collaboration

Education

CII qualifications

Tools

Intelliflo CRM

Job description

Join an award-winning, wealth management business at TFAS Wealth, where we believe financial advice should be straightforward, personal and built around long-term relationships. Recognised as Financial Advisory Firm of the Year 2026 at the Wealth and Asset Management Awards, we’re proud of the high standards of fully independent financial advice we provide to clients across the UK year on year.

About the Role

We’re looking for an experienced Senior IFA Administrator to join our team and play a key role in delivering the high-quality service our clients and advisers expect. This is a great opportunity for someone who already knows their way around IFA administration, enjoys taking ownership of cases and wants to broaden their skills and experience within a supportive and ambitious business. There is also scope for the role to develop towards paraplanning, including preparation of straightforward ongoing review reports where no new business or new advice is involved.

Responsibilities

• Managing a varied caseload of IFA administration from start to finish, taking ownership of actions and ensuring agreed Service Level Agreements are met.
• Building strong relationships with clients through professional, friendly and proactive communication by phone and email.
• Keeping clients and Financial Advisers updated on progress, outstanding requirements and next steps.
• Preparing and submitting provider and platform applications, particularly across pensions and investments.
• Managing Letters of Authority, including issuing authorities, obtaining signatures, liaising with providers and checking information received.
• Liaising with pension, investment, protection and other financial product providers to gather accurate and up-to-date information.
• Proactively chasing clients and providers for outstanding information and documentation.
• Booking client appointments and ensuring advisers have everything they need ahead of meetings.
• Maintaining accurate and comprehensive client records on Intelliflo.
• Supporting ongoing client reviews by gathering valuations and provider information and preparing supporting documentation.
• Where appropriate, preparing straightforward ongoing review reports where there is no new advice or new business involved.
• Ensuring documentation is accurate, complete and maintained to the required regulatory and audit standards.
• Working closely with advisers and colleagues across the business to keep the client journey running efficiently.

Qualifications

You’ll ideally have 3+ years’ experience within an IFA, financial planning or financial advice environment, with a strong understanding of the administration that sits behind delivering quality financial advice.

Required Skills

• Hands-on experience managing IFA administration cases independently from start to finish.
• Experience with pension and investment applications and working with providers and platforms.
• Confident managing Letters of Authority and gathering provider information.
• Comfortable communicating directly with clients and providers.
• Excellent attention to detail and takes pride in getting things right.
• Can manage multiple cases, priorities and deadlines without losing sight of the client.
• Is proactive and naturally chases outstanding information rather than waiting for someone else to do it.
• Experience using a financial services CRM; Intelliflo experience would be an advantage.
• Good working knowledge of pensions and investments, alongside an understanding of wider retail financial products.
• Knows when to use their own judgement and when a query needs to be escalated to a Financial Adviser or technical specialist.
• Works well independently but enjoys being part of a collaborative team.

Preferred Skills

Relevant CII or equivalent qualifications are desirable, but not essential. We value practical experience and the right attitude just as highly, and we’re committed to supporting ongoing professional development.

Pay range and compensation package

• 25 days’ annual leave + Bank Holidays, increasing by 1 day per year after 3 years’ service, up to 5 additional days
• 4pm finish every Friday
• Option to work 1 day from home per week upon successful completion of probation
• Annual performance-related company bonus and salary review
• 4x salary Death in Service cover
• 24/7 Access to our Employee Assistance Programme
• Support for continuous professional development and further study
• Opportunity to develop your career towards paraplanning
• Buying and selling annual leave scheme (up to 5 additional days)
• Regular team and social events
• Free mortgage advice

If you’re an experienced IFA Administrator who enjoys being trusted to take ownership, likes working closely with advisers and clients, and is looking for the next step in your career, we’d love to hear from you. Come and be part of an award-winning financial advice business where great client service and great people go hand in hand.